Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,163 | $37,446-43.5% | $77,513-72.7% | $79,852-73.5% |
| Participation rate | 8.8% | 41.5%-32.8pp | 54.2%-45.4pp | 69.6%-60.9pp |
| Annual return | 22.70% | 39.76%-17.1pp | 54.81%-32.1pp | 31.72%-9.0pp |
| Employer contribution / active EE | $92 | $637-85.6% | $987-90.7% | $2,471-96.3% |
| Participant deferral / active EE | $535 | $1,261-57.6% | $1,861-71.2% | $3,740-85.7% |
| Admin fee / account holder | $833 | $2,506-66.7% | $2,859-70.8% | $5,306-84.3% |